Senior Financial Analyst

About us: RRD GO Creative, with more than three decades of expertise in business communications, marketing solutions, and digital productivity solutions, we successfully help reimagine customer experiences for companies. Our three pillars of Global Brand Solutions, Smart Work Solutions, and Technology & Innovation Services transform the way businesses work for customers, building strong brand loyalty.

Our 8,000 experts in 42 locations work across various industries to co-create a future-ready business landscape. We adopt a consultative approach to digitizing every aspect of the Customer Journey so you can effectively translate a strategic vision of expansion and efficiency into a superior Customer Experience. We help you effectively address customer needs so you can make Customer Experience your competitive differentiator.

RRD GO CREATIVE currently seeking Senior Financial Analyst for Financial Management Services division to join in Chennai

In this role you will be responsible for:

Trust Accounting Processes: Apply in-depth knowledge of year-end and overall trust accounting processes. Ensure compliance with relevant regulations and standards.

Form 5500 Process: Oversee and manage the Form 5500 process. Ensure timely and accurate submission of Form 5500 for retirement plans.

Receivable Transactions Reconciliation: Reconcile receivable transactions accurately and efficiently. Identify and resolve discrepancies in receivable transactions.

Investment Statements Review: Review and ensure the accuracy of investment statements for retirement plans. Match investment statements with internal records to ensure consistency.

Account Activity Analysis: Analyze account activity, including income and defined benefit (DB) benefits. Provide detailed reports on account activity.

Retirement Plan Valuations: Perform valuations for retirement plans using the balance forward method. Ensure valuations are precise and reflective of the plan's financial status.

Client Collaboration and Workload Management: Collaborate with clients for quarterly and annual reviews. Manage workload efficiently to meet client expectations and deadlines

Requirements for this role include:

The successful candidate must have at least 7 - 10 years of experience in trust accounting.

Education Qualification should be B.Com / M.Com / MBA Finance

Hands-on experience in areas of Defined Benefits / 401K / Trust Accounting / 5500 forms process Should be flexible to work in shifts & extended shifts per business requirement